Category: keeping it

Avoid going from shirtsleeves to shirtsleeves in 3 generations

Help With Your Money Talk

I recently had the opportunity to chat with Lori R. Sackler, author of The M Word – The Money Talk every family needs to have about wealth and their financial future. When her book...

Review of: The Business of Family

This is a review of: The Business of Family – How to Stay Rich for Generations. This book by Linda Davis Taylor was published in 2015. Linda Davis Taylor is a participant in a...

Why Practice Generational Wealth Building?

When anyone talks about generational wealth, most people mean wealth that lasts for generations. Wealth made in one generations and kept in the family over time, like the Rockefellers or the Johnsons. But, there...

Six Easy Estate Plan Checkup Tasks

No one likes to think about death and no one likes to spend precious time dealing with something that will happen after they die. You are doing this only for those who come after,...

Are You a Maker?

Last year I watched the PBS documentary Makers – which told the history of the feminist movement from the 1950’s through the 1990’s. As I watched, I started feeling guilty about not having participated more...